Microsoft's Azure cloud business brought in $33.2 billion in the September quarter, up 48%, the first time the company has reported Azure's quarterly revenue. Total revenue rose 19% to $92.3 billion, ...

Microsoft cuts its 2026 AI spending forecast by $5 billion despite Azure revenue surging 48%. Is the move a strategic shift ...

Anthropic's S-1 locks in $44.9 billion in non-cancellable Azure spending through 2033, while Microsoft's 8% dividend raise ...

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Microsoft and Amazon have accelerated their cloud revenue thanks to AI spending.

CFO Amy Hood cited delays in third-party capacity as Wall Street scrutinizes returns on AI spending.

Wall Street hammered Alphabet for an earnings miss that included weaker-than-expected revenue out of the company's core ...

Microsoft shares popped more than 5% Wednesday afternoon after it reported better-than-expected revenue and profit, fueled by ...

Azure growth is expected to stay extremely strong (~44% YoY) while investors are watching whether capex (expected ~$51B) ...

Microsoft on Wednesday forecast fiscal second-quarter cloud growth and overall sales that beat Wall Street estimates, sending ...

Microsoft Corp (NASDAQ:MSFT) reports fiscal first-quarter results after the market close on Wednesday, with investors looking for evidence that its heavy investment in artificial intelligence is ...

Revenue at Microsoft’s Azure cloud computing business grew 48 per cent to US$33.17-billion in the first quarter ended ...